Mariella L.
Senior Finance and Operations Specialist
Open to offersNew to PlatformPortfolios
About
Mariella L. is a versatile and results-driven professional with 8 years of experience in the banking and administrative sectors. She specializes in finance and operations, with a significant background in loan processing, client onboarding, and data entry management. Her expertise encompasses the utilization of tools like Xero Accounting Software (Level 3), QuickBooks Online, and Microsoft Dynamics 365 CRM. During her tenure at BDO Unibank Inc., Mariella excelled in end-to-end client onboarding for various financial products and led rigorous document verification to ensure compliance standards were met. She is skilled in executing Know Your Customer (KYC) and Enhanced Due Diligence (EDD) processes under compliance supervision. In addition to her banking roles, Mariella efficiently manages financial data entry and ledger maintenance as a Freelance Bookkeeping Assistant, employing her strong capabilities in bank reconciliation and financial database management. Her education includes a Bachelor of Science in Business Administration with a major in Marketing Management from Systems Plus College Foundation. Mariella is a BDO Circle of Excellence Awardee and a Xero Certified Specialist.
Experience
Freelance Bookkeeping Assistant
Self-Employed · 2026 — PresentHandle daily financial data entry, categorize transactions, and maintain the general ledger using Xero and QuickBooks Online. Perform bank and credit card reconciliations to ensure accurate financial data reporting. Organize both physical and digital files for client financial documents to enhance record retrieval efficiency.Marketing Assistant (Client Onboarding & Operations)
BDO Unibank Inc. · 2018 — 2026Led the client onboarding process for various financial products including consumer loans, deposit accounts, investments, and insurance policies. Facilitated consumer loan processes by collecting necessary documentation, calculating loan quotations, and overseeing application tracking. Conducted thorough document verification to ensure compliance with regulatory requirements. Carried out Know Your Customer (KYC) and Enhanced Due Diligence (EDD) checks under the supervision of a compliance officer. Managed extensive data entry and document handling activities, utilizing Microsoft Dynamics 365 CRM for file organization and archiving.
Skills & Expertise
Education
- Bachelor of Science in Business Administration, Major in Marketing ManagementSystems Plus College Foundation · 2015 — 2017
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